+785.8%
ZBRA vs UEC
+78.8%
+707.0%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.0% | -5.8% | -3.2% |
| 7D | +2.6% | +2.6% | 0.0% | +2.2% |
| 30D | -6.4% | +5.6% | -12.0% | -7.2% |
| 3M | +51.3% | -5.7% | +57.0% | +51.3% |
| 6M | +60.5% | -8.0% | +68.5% | +59.5% |
| YTD | +45.2% | +1.8% | +43.4% | +41.4% |
| 1Y | +12.3% | +0.6% | +11.8% | +8.1% |
| 3Y | +37.5% | +155.2% | -117.6% | +13.8% |
| 5Y | -39.2% | +305.8% | -345.0% | -54.8% |
| 10Y | +417.0% | +943.0% | -526.0% | +206.5% |
| All | +785.8% | +78.8% | +707.0% | +356.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling